See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,633 | $232,540-56.3% | $185,117-45.1% | $147,584-31.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 25.69% | 43.03%-17.3pp | 40.50%-14.8pp | 578.55%-552.9pp |
| Employer contribution / active EE | $2,350 | $5,195-54.8% | $4,182-43.8% | $4,876-51.8% |
| Participant deferral / active EE | $1,431 | $5,834-75.5% | $5,045-71.6% | $5,439-73.7% |
| Admin fee / account holder | $2,327 | $10,275-77.4% | $8,159-71.5% | $10,885-78.6% |